Ark Wealth Advisors, LLC

Ark Wealth Advisors, LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans and business clients, offering asset management, comprehensive portfolio management, financial planning, retirement plan consulting and access to separately managed accounts and third‑party money managers. Its service set includes implementation and ongoing monitoring of portfolios made up of individual stocks, bonds, ETFs, mutual funds, options and alternative investments, as well as standalone planning engagements and employer plan advisory work.

The firm’s investment process is individualized and asset‑allocation driven, combining fundamental, quantitative, sector and cyclical analysis to construct and periodically rebalance diversified portfolios; it may also employ options, margin and long‑term purchase strategies where appropriate. Ark frequently leverages third‑party managers and Schwab-managed account programs (Select, Access and Marketplace) to implement strategies and provides due diligence and ongoing oversight of those managers.

Distinctive features disclosed in the brochure include a recent transition from state to SEC registration and a consulting relationship with an affiliated real‑estate product sponsor (Integrated Senior Foundation) through which the firm offers and evaluates private real‑estate and private‑capital investments — a relationship the firm identifies as a potential conflict and says it discloses to clients. The brochure also discloses a non‑cash services arrangement with a bookkeeping/vendor partner and the use of compensated solicitors for client referrals, and describes policies and disclosures intended to manage those potential conflicts.